Technology Crossover Management VIII, Ltd.
CIK
1626282
Location
MENLO PARK, CA
Portfolio Value
Small
$345,987,389
Diversification
Highly concentrated
Filing Date
Global Rank
#3,482
/ 8,700
▲ 1300
Top Industry
Software - Infrastructure
70.4%
Period ended 2 months ago
Filed Aug 7, 2026 · 37d
26 quarters · since Mar 2020
Portfolio Concentration
4 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
70.4%
+15.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,760
Highly concentrated+824
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 71.4% | $247,101,473 |
| Communication Services | 28.4% | $98,263,851 |
| Consumer Cyclical | 0.2% | $622,065 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
4 tracked positions ·
$345,987,389 total
· filing declares
5 positions · $345,987,787
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PAYO |
Payoneer Global Inc.
Technology
|
Held | 34,197,116 | $243,483,465 | 70.37% | |
| ZG |
Zillow Group, Inc.
Communication Services
|
Held | 3,119,337 | $98,263,851 | 28.40% | |
| NRDY |
Nerdy Inc.
Technology
|
Held | 3,949,791 | $3,618,008 | 1.05% | |
| RENT |
Rent the Runway, Inc.
Consumer Cyclical
|
Held | 197,481 | $622,065 | 0.18% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.